LDN Wealth, LLC is a registered investment advisor based in Orlando, Florida. The firm specializes in providing comprehensive financial planning and ongoing advisory services, which include helping clients establish investment strategies and overseeing third-party investment managers who handle actual portfolio trading. LDN Wealth offers initial financial planning and advice, ongoing review services, retirement plan rollover guidance, and specialized consulting for UK pension transfers. The firm operates as a fiduciary, legally required to act in your best interest. LDN Wealth does not manage assets directly; instead, it coordinates with external custodians and third-party money managers to implement your portfolio. Services are tailored to individuals, high-net-worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.30% |
Fees are negotiable based on anticipated future assets, account composition, and relationship complexity. Third-party investment managers charge separate fees ranging from 0.35% to 1.00% per annum.